Raymond James Welcomes $285 Million Team in Rochester, New York
ST. PETERSBURG, Fla. – Continuing the firm’s growth in the Northeast, Raymond James welcomed financial advisors Tamar “Tammy” Mogilski, CLU, ChFC, CFP® and Brian Bedford, ChFC, AIF, CASL, to Raymond James Financial Services (RJFS) – the firm’s independent broker/dealer – in Rochester, New York, according to Tom Harrington, Northeast regional director for RJFS.
Mogilski and Bedford operate as Legacy Financial Planning and join from LPL, where they previously managed more than $285 million in client assets. Joining them at the firm are office manager Martha Trumbull, investment consultant Samuel Zito, client service manager Lisa Mercadel, client relations associate Kaitlyn Kuder and digital marketing associate Shayne Mogilski. The team is based in Rochester, with offices in Shelton, Connecticut, and Oswego, New York.
“Raymond James has a culture that we believe is unique in our industry,” said Mogilski, CEO and founding partner at Legacy Financial Planning and RJFS financial advisor. “The people at the firm really operate with a client-first approach, making sure that everything done is in the best interest of the client. They also care about the advisor, making sure they have the back office support that advisors need to run their practice.
“I’ve seen a lot of technology and software over the years,” continued Mogilski, “and Raymond James’ technology and financial planning software are exceptional. Between the culture and the support, it just feels like home.”
Mogilski and Bedford founded Legacy Financial Planning while at MetLife and took the practice independent in 2012 upon affiliating with LPL.
Mogilski is a Chartered Life Underwriter®, Chartered Financial Consultant® and CERTIFIED FINANCIAL PLANNERTM professional, with more than 30 years of experience in financial services. She is experienced in multiple areas of financial planning, including retirement, income distribution, estate, investment and special needs estate planning. Mogilski received a Bachelor of Arts degree in Political Science and a Bachelor of Science degree in Finance from Alfred University. She earned her CLU®, ChFC® and CFP® certifications from The American College.
Bedford, President and founding partner of Legacy Financial Planning and RJFS financial advisor, has more than 15 years of financial services industry experience. He specializes in retirement planning, assisting individuals and couples with the management, preservation and transfer of their wealth. Bedford received a Bachelor of Science degree from the Rochester Institute of Technology – E. Philip Saunders College of Business and is an Accredited Investment Fiduciary® designee.
“It’s a pleasure to welcome Tammy, Brian and their team to Raymond James,” said Harrington. “I’m proud that they found the culture and resources here at Raymond James to be the optimal fit for them. We are pleased they chose Raymond James as their partner in delivering high-quality wealth management services as they grow their practice.”
Legacy Financial Planning is not a registered broker/dealer, and is independent of Raymond James Financial Services.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
About Raymond James Financial Services
Raymond James Financial Services, Inc. is a financial services firm supporting more than 4,300 independent financial advisors nationwide. Since 1974, Raymond James Financial Services Inc., member FINRA/SIPC, has provided a wide range of investment and wealth planning related services through its affiliate, Raymond James & Associates, Inc., member New York Stock Exchange/SIPC. Both broker/dealers are wholly owned subsidiaries of Raymond James Financial, Inc. (NYSE-RJF) a leading diversified financial services company with approximately 7,700 financial advisors in 3,000 locations throughout the United States, Canada and overseas. Total client assets are $788 billion.